Susie Leivas of Leivas Tax Wealth Management Joins Bruce Norris on the Real Estate Radio Show #496

Bruce Norris is joined this week by Susie Leivas. Susie is the CEO of Leivas Tax Wealth Management. She began at age 13 and has nearly four decades of experience. Susie started in the tax business assisting her father Richard Leivas. After completing her education, she and her father became business partners, eventually forming Leivas Tax Wealth Management. Today, she serves as the leader of the team as an enrolled agent, a tax preparer, and a financial advisor with HD Vest Investment Services. She can assist clients with a wide array of services, and she has had Bruce as a client for many years.

Bruce and Susie discuss her start in the tax business at a young age, tax law changes from 2015 and what we should expect this year, the group mood for taxpayers in 2016, the attitude of baby boomers and millennials in regard to spending and saving, how well prepared people are today financially for surprises, and much more on this week's Norris Group real estate radio show and podcast.

Play Now

Amanda Han and Matt MacFarland of Keystone CPA Join Bruce Norris on the Real Estate Radio Show #396

Bruce Norris is joined this week by Amanda Han and Matt MacFarland. They are the owners of Keystone CPA. Matt has over 20 years of experience in public accounting as a CPA and tax strategist. He has worked for both the Big Four and Regional CPA firms. Matt has served as a tax manager in the private client advisor group, where he focuses his expertise in tax planning and compliance for high worth individuals, business owners, commercial real estate investors, and professional athletes. The man has over 18 years of experience as a CPA with special emphasis in real estate, self-directed investing, and individual tax-planning. Amanda has extensive Big Four public accounting experience in the lead tax groups serving clients in the real estate industry. Bruce, Amanda, and Matt discuss tax season, the busiest time for CPAs, the diversity of clients, the time in California when they reached the upper limits of the tax rate in California, the federal rate and new additions to the tax, the brand new Unearned Medicare Contribution tax and social security tax, possible changes in the tax rate structure, and much, much more on this week's real estate radio show and podcast.




Play Now